Mosaique Insights: Issue 10
How did it get so late so soon? It’s night before it’s afternoon. December is here before it’s June. My goodness how the time has flewn. How did it get so late so soon?”
As we are entering the final innings of 2022, we take some time to reflect on this past year.
A year, in which a lot happened, a year, that challenged us in different ways, not only as investors, but also as human beings. Our thoughts remain with those hurt by the dreadful conflict still raging.
In hindsight, geopolitics took centre stage once again, not only significantly impacting the global economy and financial markets, but also resetting international relations and commerce.
In this edition of Mosaique Insights, we take a look at how we’ve navigated this past year with insights from our strategy and portfolio management teams. We include an interview with the Head of our newly opened Israel office, Gerry Livnat, we provide you with some topical insights into the world of cybersecurity and shed some light on the geopolitical events that have shaped this year so profoundly.
We hope you enjoy this edition of Mosaique Insights, we wish you a merry Christmas, frohe Weihnachten, joyeux Noël and we look forward to seeing you in 2023!
Laurent Gagnebin
CEO, Rothschild & Co Bank AG
Dr. Carlos Mejia
CIO, Rothschild & Co Bank AG
Read more articles
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Monthly Market Summary: May 2023
Insights
Despite the US large-cap tech stock rally in May, global equities fell by 1.1% and global government bonds declined by 2.2% (USD, unhedged terms).
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Rothschild & Co announces creation of Private Markets Group within Wealth and Asset Management
Press releases
The team will be led by Jessica Sellam
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Perspectives Podcast: A conversation with a private banker
Market Perspective
What does the job profile of a private banker look like and what are the challenges when it comes to preserving wealth? Laura Künlen and Giovanna Lagutaine, Market Head Switzerland, discuss these questions and more as well as explore the Rothschild & Co Art Collection.
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Strategy blog: Banking update
Insights
Two months since the collapse of Silicon Valley Bank (SVB), we provide an update on the banking system. We continue to think the banking system looks overall healthier than in the period leading up to the Global Financial Crisis.
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Market Perspective - Not such a bad mix
Market Commentary
Markets have quickly regained some poise, but it is still too soon to conclude that we are out of the banking and economic woods. In this edition of Market Perspective, we review cyclical risk and update our inflation monitor, before evaluating economic performance of different countries.
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Asset Management Europe: Monthly Macro Insights – May 2023
Market Commentary
While tracking a firmer pace than feared in Q1-23 GDP, incoming reports suggest much of the strength can be attributed to China. Meanwhile, central banks have continued their tightening campaign amid stubbornly firm wage growth and sticky core inflation. Will they continue until something breaks?